Stratos Named to Barron's Top 40 RIA Firms
- Kevin Elvington
- Oct 6, 2021
- 1 min read
Barron’s has announced that Stratos Wealth Partners has been included in their 2018 list of the country's Top 40 RIA Firms. This award recognizes elite firms across the country that demonstrate steady growth, both organic as well as through mergers and acquisitions of smaller Registered Investment Advisor (RIA) firms. The award has jumped from recognizing 20 tops firms in 2016, and 30 in 2017, to 40 in 2018 to make room for the “explosive growth” of firms this year.
In addition, Barron's ranked Stratos #2 in number of advisors, #3 in number of offices, and #5 in number of states.
Under the leadership of Founder and CEO, Jeff Concepcion, Stratos has grown from $700 million in client assets in 2009 to approximately $7.7 billion in AUA, plus an additional $5.6 billion in brokerage assets with LPL Financial. Stratos consists of over 260 advisors, 60 home office staff, and has over 87 offices, in 24 states.
“On behalf of the entire Stratos family, we are honored to be named by Barron’s as one of the top RIA firms in the country,” says Jeff. "Our success has been due to our daily commitment to helping advisors do what they do best – serving the needs of their clients.”
Clear and professional recognition piece the achievement felt well deserved and well explained. I appreciated the https://www.cygnetliving.com industry context. It reminded me of a leadership feature I saw.
Congratulations to the team on this impressive recognition. The post clearly reflects the dedication and consistent performance that led to this achievement. It’s always motivating to read about firms setting high standards in the industry. I came across a related leadership-focused discussion on an https://evolia.com which made this even more interesting.
Congratulations to Stratos on this recognitio the article does a great job highlighting why the firm stood out. The explanation of industry impact was easy to follow even for non-experts. I’d read a related business insight on a https://trentonjonesmd.com/ review blog, and this fit perfectly alongside it.
Congratulations on the recognition this article clearly explains why the firm stands out. It’s always interesting to see what criteria go into these rankings. I came across a finance-related analysis on a https://griffindeck.com/ and it paired well with this news.
Congratulations to Stratos on this recognition. The article did a great job highlighting what sets the firm apart without sounding overly promotional. I recently read a similar industry recognition piece on a https://paygration.com and it’s useful to see how excellence is benchmarked.